Insights from a High Net Worth Life Insurance Team

March 2024

Backstage with C3 Financial Partners: Learning More How Life Insurance Companies Work

Life insurance is one of the oldest financial planning tools in existence. The earliest known life insurance policy was made in Royal Exchange, London on June 18, 1583. Records show that a Richard Martin insured a William Gybbons, paying thirteen merchants 30 pounds for 400 if the insured were to die within one year., […]

C3 Financial Partners

August 2018

Continuity of Service and Stewardship across Generations

By: Todd S. Healy

The Origin of Our Client Continuity Merger When C3 Financial Partners came together, we came up with a model that...

June 2018

G1 TO G4 – Communication is the Key

The phrase “Family Business” can conjure up various images. One may be an image of multiple generations of family members...

August 2017

Do the Differences Between Generations Make a Difference?

By: Carolyn J. Smith

We’ve got the Traditionalists, the Baby Boomers, Generation X, and the Millennials — four generations all in adulthood. And there’s...

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